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CLBAX vs IVIPX
CLBAX vs IVIPX Comparison
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CLBAX vs IVIPX Comparison Chart in %
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CLBAX vs. IVIPX commentary
Sep 13, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBAX is a Buy and IVIPX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 285B vs. IVIPX (460M). CLBAX pays higher dividends than IVIPX: CLBAX (1.80) vs IVIPX (1.50). CLBAX was incepted earlier than IVIPX: CLBAX (25 years) vs IVIPX (18 years). IVIPX (1.31) is less costly to investors than CLBAX (0.58). IVIPX is a more actively managed with annual turnover of: 126.00 vs. CLBAX (50.00). IVIPX has a lower initial minimum investment than CLBAX: IVIPX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 6.67 vs. IVIPX (4.38). CLBAX return over 5 years is better than : 33.22 vs. IVIPX (-29.71).
| CLBAX | IVIPX | CLBAX / IVIPX | |
| Total Expense Ratio | 0.58 | 1.02 | 57% |
| Annual Report Gross Expense Ratio | 0.58 | 1.31 | 44% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 8.484 | 0.794 | 1,068% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 460M | 61,957% |
| Annual Yield % from dividends | 1.80 | 1.50 | 120% |
| Returns for 1 year | 6.67 | 4.38 | 152% |
| Returns for 3 years | 41.43 | -11.95 | -347% |
| Returns for 5 years | 33.22 | -29.71 | -112% |
| Returns for 10 years | 95.16 | -7.49 | -1,270% |
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